Professional summary

I am a strategic advisor to CEOs and their leadership teams, but I also love getting my hands dirty on technology projects. As the CEO of a consulting firm, I am continually being challenged to overcome obstacles and think outside the box to stay successful.

As a seasoned professional with a strong operational skill set, I combine the abilities to think strategically and execute tactically. I am an expert in financial systems software and I know what is required to design, build, market, sell and support wealth management products & services. With hands-on experience managing customer support, operations, field service and quality assurance teams, I understand how software impacts all aspects of an organization and it enables me to deliver

Engagement overview

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• Fiserv
• Pershing
• Foliodynamix
• Envestnet
• Bank of New York
• InvestEdge
• Top 10 Independent Broker-Dealer
• $8 Billion RIA
• Financial Planning Software Vendor
• Portfolio Management Software Vendor
• Canadian Wealth Management Platform Vendor

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Areas of expertise